By

Gabriel Yi

Dexus (ASX: DXS)

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INVESTMENT SUMMARY Materially oversold on remote work fears. Maintained 50c dividend and did not raise capital during COVID-19. Ticker | ASX:DXS GICS Sector | Real Estate Current Price | A$8.69 12m Target Price | ▲ A$10.85 Upside | 25% Market Cap | A$9,476m P/E | 14.1x Div Yield | 5.8% BUSINESS DESCRIPTION Dexus engages in office and...
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The Lithium Rebound

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1. INTRODUCTION In 2020, Global X Lithium & Battery Tech ETF (NYSE:LIT) rallied 126% whilst domestic lithium producers Pilbara Minerals (ASX:PLS) and Galaxy Resources (ASX:GXY) rallied 234% and 144% respectively. Lithium stocks have bottomed out after trending down for two...
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Temple & Webster Group Ltd (ASX: TPW)

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INVESTMENT SUMMARY Work from home accelerates the structural shift to online retail and encourages households to reallocate budgets to furniture. The unprecedented household stimulus will drive consumer spending. Strong trading update showing 74% sales growth, tracking significantly above consensus estimates....
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